Secure client intake
Collect client details and documents securely.
A focused intake workflow that helps small professional-service teams collect client details, supporting documents, and staff follow-up in one secure place.
How it works
A focused workflow from first contact to follow-up
Built around a security-conscious backend with authenticated staff access, backend validation, and audit logs for key actions.
Guided intake
Clients submit their details through a clear, mobile-friendly form so nothing important gets missed.
Private documents
Supporting files are uploaded to private object storage with short-lived, backend-controlled download links.
Organized follow-up
Staff review submissions, track status and priority, and keep internal notes in one place.
Ready to see it in action?
Request a quick walkthrough, or explore the secure intake flow yourself. Clients can attach supporting documents now or use a secure link to upload them later.